Commercial Lines Marketing and Account Placement Support
Job Title: Commercial Lines Marketing and Account Placement Support
Status: Exempt
Reports To: Mary Lou Fosberg
Date: November 2007
SUMMARY
Supports designated Renaissance Alliance Account Coordinators and Carrier Representatives by performing organizational, quality control, and policy submission tasks to insure timely, accurate, and efficient delivery of RAIS Marketing and Account Placement member services.
Essential Duties and Responsibilities (others may be assigned)
• Monitors and coordinates designated internal commercial lines marketing and account placement processes in close collaboration with assigned Renaissance Alliance Account Coordinators and Carrier Representatives.
• Assists designated team members in obtaining required commercial lines submission data. Collaborates with Account Coordinators and Carrier Representatives to ensure efficiencies in data collection and appropriate timely follow-up communications with RAIS member agency personnel to meet RAIS submission timeline target dates and accuracy standards.
• Rates and quotes designated submissions within required time frames. Reviews applications prior to rating to confirm adequate information is provided for preliminary “ballpark” and/or final rating as appropriate. Reviews rating for accuracy and completeness prior to delivery to Carrier Representatives/Account Coordinators.
• Monitors receipt of supplemental submissi9on documentation and updates agency data management systems as supplemental information is received. Provides both documented and verbal updates to Carrier Representatives and Account Coordinators, as appropriate, to ensure collaboration and efficiencies throughout the submission process.
• Produces and distributes timely and accurate submission management reports on a scheduled or upon request authorized basis to designated team members, RAIS management and RAIS member agencies as appropriate.
• Continually evaluate administrative submission processes and procedures and contributes suggestions for enhancements and/or adjustments to procedures to improve the delivery of commercial lines marketing and account placement services to RAIS member agencies.
• Provides backup support to other team members as required and consistently strives to improve knowledge and skills related to all commercial lines marketing and account placement processes and procedures.
Supervisory Responsibilities - This job has no supervisory responsibilities.
Competency - To perform the job successfully, an individual should demonstrate the following competencies.
Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; assists to develop alternative solutions; Works well in group situations.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service responds to requests for service and assistance in a timely manner.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work environment is typical to an office environment.
Education and/or Experience - Bachelor's degree (B. A.) from four-year college or university; or 2-3 years’ related experience and/or training; or equivalent combination of education and experience. Must have prior knowledge of MS Office (Excel, Word, Outlook), effective time management skills and the ability to multi task in a fast paced environment.
Knowledge of Commercial and Personal Insurance preferred.
Should you be interested in this wonderful oppporutnity, please forward your resume to
kathleen.sullivan@renaissanceins.com